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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$188M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.04B
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$60.6M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$377M
5
HCM
5
Herndon Capital Management
Georgia
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$523M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$82.2M
5
PP
5
Prudential plc
United Kingdom
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$17.2M +$110K +1,136 +0.6%
EWM
227
Evercore Wealth Management
New York
$17.1M -$505K -5,215 -3%
HCM
228
Howland Capital Management
Massachusetts
$16.9M +$344K +3,550 +2%
MCI
229
McDonald Capital Investors
California
$16.7M -$8.01M -82,660 -32%
Truist Financial
230
Truist Financial
North Carolina
$16.6M +$188K +1,943 +1%
IRF
231
IBM Retirement Fund
New York
$16.6M -$414K -4,269 -2%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$16.6M +$578K +5,965 +4%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$16.5M -$1.96M -20,241 -11%
MC
234
Martin Currie
United Kingdom
$16.5M +$16.5M +170,000 New
SC
235
Scotia Capital
Ontario, Canada
$16.4M +$1.89M +19,495 +13%
State of Tennessee, Department of Treasury
236
State of Tennessee, Department of Treasury
Tennessee
$16.4M +$5.65M +58,300 +52%
IP
237
Interval Partners
New York
$16.3M +$11.4M +117,713 +235%
WBC
238
Westpac Banking Corp
Australia
$16.2M -$3.45M -35,628 -18%
DLHL
239
Donald L. Hagan LLC
Florida
$15.9M +$302K +3,120 +2%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$15.7M +$1.65M +17,040 +12%
OI
241
Oakbrook Investments
Illinois
$15.4M -$70.3K -725 -0.5%
CCMH
242
Cornerstone Capital Management Holdings
New York
$15.3M -$181K -1,864 -1%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$15.3M +$15.3M +158,089 New
EIM
244
ExxonMobil Investment Management
Texas
$14.9M -$1.27M -13,067 -8%
CIM
245
Calvert Investment Management
Maryland
$14.9M +$9.07M +93,609 +156%
DCM
246
Donaldson Capital Management
Indiana
$14.9M +$14.9M +153,275 New
PIA
247
Piedmont Investment Advisors
North Carolina
$14.8M +$14.8M +152,310 New
MME
248
Meag Munich Ergo
Germany
$14.7M – – –
RCM
249
Riverhead Capital Management
Delaware
$14.6M +$492K +5,080 +3%
LA
250
Lynch & Associates
Indiana
$14.6M -$2.42K -25 -0%
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